Polly Help in Slack

Creating surveys

What is the difference between a Poll and a Survey?

For Polly, a poll is anything with 1 question, and a survey is anything with more than 1 question.

Authoring Surveys

To create a survey, start by using the /polly survey command, and we’ll link you to the authoring UI. You can also navigate there directly if you have the URL saved off somewhere.

Surveys are required to have both a title and a message to the team. The message acts as an appeal, and lets the user know why they need to complete the survey. Studies show that using an appeal increases response rates, so it’s a good idea to put something there, even if it’s simple.

survey title and description

Note: Survey authoring is unlimited for Polly users on a paid plan – otherwise, if you are on a free tier, you can send out surveys, recurring or otherwise, with the audience size capped at 10 people. Learn more

Scheduling & Reminders

Surveys can be sent now, or they can be scheduled, and you can program them to stay open for few hours to a few weeks.  Surveys can also be made to recur to be asked on a regular cadence.

survey reminders

Polly can also automatically remind those that haven’t completed the survey. From the reminder dropdowns, you can pick how often you’d like to remind users (Reminder Count), and how often you want to remind them (Reminder Frequency).  So if you choose a count of 2, and a frequency of 3-day intervals, then every user that hasn’t completed the survey will be reminded once after 3 days. If they still haven’t completed the survey, they will be reminded again 3 days later.

Reminders are sent via direct message to each user, so they will get notified as long as they haven’t muted Polly and/or notifications.

Note: Scheduling, recurring tracks for an audience larger than 25 members, and reminders for surveys are only available for teams on a paid Polly plan. Learn more

Settings

polly authoring controls

Here’s an explanation of the settings available in surveys:

  • Allow audience to view poll results: Gives them a link at the end of the survey to see voting tally results
  • Allow audience to view comments: Toggles whether they can see comments or not. Many Polly users like to share tallys, but want to keep comments private since they can be more sensitive
  • Allow audience to respond anonymously: depending on the survey, anonymity may be necessary
  • Send survey via a direct message*: this will toggle whether the survey is posted in channel, or if it’s posted via DM to all members of the channel. If you choose DM, they each user will get a notification.

*Send via DM is only available for Polly teams on a paid plan. Learn more

What is the difference between public, confidential and anonymous?

Public means that Slack usernames will be revealed for the poll/survey results. Confidential means that usernames will be hidden from everyone except the Polly admin(s) and author, but demographic data will be applied to their responses if there are any. So, if you were to filter results or export data from a confidential survey, company metadata will still appear next to the anonymous responses. Anonymous means that everything is truly anonymous and hidden and you cannot reverse engineer by filtering to “find out” who responded to a specific question.

Save as template

If you plan on using this survey multiple times in different use cases, you can save off a template and then view it in your library.  You can then use it at any time through the web UI, or can also invoke it directly in Slack using the /polly template command.

save survey template

Note: saving custom templates is limited to Polly teams on a paid plan. Learn more